We specialise in working with Business Owners in the Harrogate area. We have two particular areas we focus on:
We help business owners plan their retirement and exit their companies earlier, saving them time, making their money work harder and reducing risk so they can retire happy and with more money in their pockets than they had imagined.
We also help business owners going through personal life changes such as divorce which can have considerable effect not only on their personal finances both also on their businesses.
We offer a new, exciting, personal touch to a Financial Life Planning process to clients.
We work closely with our clients to clearly understand their Life Goals and listen to their Aspirations both in their personal life and their business.
We have been providing unbiased independent financial advice for over 10 years and fully integrate our close family values into our client relationships.
You naturally want integrity, attention to detail and complete professionalism in your Financial Planner. At Imagine Financial Planning, that's exactly what you get!
We are members of the following professional organisations:
Chartered Insurance Institute - http://www.cii.co.uk/cii.aspx
Personal Finance Society - http://www.thepfs.org/pfs.aspx
Institute of Financial Planning - http://www.financialplanning.org.uk/
Nigel Woods Dip PFS
I completed the highly regarded Diploma in Financial Planning in 2010 and I'm currently working towards Certified Financial Planner status. My work life balance is important and away from the office, I enjoy a busy life with Wendy and my daughters Charlotte and Emily.
Mobile: 07711 460 482
Paul Woods BA Hons Dip PFS
I moved to Harrogate five years ago and live with my partner Drew. My interests away from work include politics, swimming and spending time in Andalucia. I enjoy developing my Financial Planning skills and in addition to working towards Certified Financial Planning status, I have completed the "Seven Stages of Money Maturity" through the Kinder Institute.
Mobile: 07711 460 481
Business Support Manager
Having spent many years working in Administration for a large multi-national company, I am enjoying the opportunity to develop my knowledge and skills in Financial Planning whilst supporting both Nigel & Paul and the clients of Imagine. My leisure time is taken up with my love of playing Crown Green Bowls, which I play often. I also stand on the executive committee of my local area Bowls Association. I enjoy spending time with my daughter, Helen, who lives with her husband in London.
I work behind the scenes at Imagine Financial Planning and complete detailed research for clients and support the Financial Planners in delivering solutions to our clients.
" Nigel has provided us with a range of financial advice for a number of years. Both my wife and I find him professional and reliable, with a real knack for explaining complex financial scenarios and alternatives, helping us to make informed and reasoned decisions."
"After a bad experience, I was delighted to find a Financial Planner that I could trust in Nigel, you can trust him to give sound advice, good value for money and to deliver on his promises."
"For the past 10 years, Imagine Financial Planning has helped me to manage my finances more effectively and has shown me how to take advantage of various pension and savings contracts."
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